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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Vendor Collaboration I...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Vendor Collaboration Invoice Workflow

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Posted on by Hossam EL Hassan 469

Hi,

I have setup vendor collobaration and want to use the vendor invoice workflow. I have setup the signing limits and hierarchy, but not sure how to assign the invoice approval task to the appropriate user.

The setup has the option to start from the Approved by. But I am not sure how to setup the approved by.

For example I have 50 different users who are authorized to approve the invoice based on the cost center of the PO.

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I have the same question (0)
  • Suggested answer
    Leo Chen Profile Picture
    Leo Chen on at

    Do not have practice on this hierarchy based assignment. Hopefully below 2 blogs can provide you some hints. 

    https://exploredynamics365.home.blog/2020/11/27/workflow-assignment-hierarchy-based-approval-in-microsoft-dynamics-365-finance-and-operations-part1/

    https://exploredynamics365.home.blog/2020/12/13/workflow-assignment-participant-based-approval-in-microsoft-dynamics-365-finance-and-operations-part2/

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